The creation and application of custom Wave configuration templates can make the submission of a Wave quick and easy.
Select the Portfolio Trader
icon
from the REDIPlus Application bar,
and Portfolio Trader appears. If you
have not yet imported a Trade List,
or you want to import another, refer to the To
import a Trade List topic for more information.
Right-click one or more Trade List data rows to select the goals against which you want to submit orders from Portfolio Trader’s Summary pane, and do one of the following:
Select Quick Wave from the shortcut menu, and then choose from among the previously saved Wave configuration templates.
The Quick Wave shortcut menu option is only available once you have created a Wave configuration template; see the Wave Configuration Templates topic for information.
Click the Wave
button on the toolbar.
The Wave dialog box appears with the Trade List data rows (goals) you selected. If you accessed the Wave dialog box by selecting a template from the Quick Wave shortcut menu, the Wave is configured according to the template you selected. Otherwise, click [Template], select a template from the drop-down list box, and click [Template] again.
In either case, you can edit the Wave configurations the same way you would if entering them manually; see the To submit a Wave topic for more information.
Only Sides applicable to the goals displayed based on your selection in Portfolio Trader’s Summary pane will be enabled.
When finished, click [Submit].